EOTs – Tompkins Insurance

All Articles Business Succession Capital Loss Carry Back Planning EOTs Estate Freezes Pipeline Post-Mortem Planning Trusts

June 3, 2026

Legislative matters – Matter to STEP

Many of the measures we’ve been keeping our eyes on have progressed with the help of STEP.

Florence Marino

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All Articles Business Succession Capital Gains Capital Loss Carry Back Planning Charitable Gifts EOTs Post-Mortem Planning Trusts

March 11, 2026

An update on legislation in progress and draft legislation not yet introduced

Here is a snapshot of the various legislative measures we’ve had on our radar.

Florence Marino

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All Articles Business Succession Capital Gains EOTs Post-Mortem Planning

August 27, 2025

Summer reading of the legislative kind

The August 15, 2025 package of draft legislation addresses some of the tax legislative back log.

Florence Marino

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All Articles Business Succession EOTs Life Insurance Tax Trusts

July 31, 2024

Legislative loose ends

For an update on enacted tax legislation and some of the loose ends we’ve been following.

Florence Marino

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All Articles Business Succession EOTs Trusts

February 14, 2024

Employee Ownership Trusts – An unchartered option for sale of business in Canada

Proposed tax measures provide a framework for a new business succession planning option. Will Employee Ownership Trusts take hold in Canada as a viable sale of business option?

Florence Marino 0

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EOTs5

Legislative matters – Matter to STEP

An update on legislation in progress and draft legislation not yet introduced

Summer reading of the legislative kind

Legislative loose ends

Employee Ownership Trusts – An unchartered option for sale of business in Canada

CATEGORIES

Contact Us

Location

EOTs5

Legislative matters – Matter to STEP

An update on legislation in progress and draft legislation not yet introduced

Summer reading of the legislative kind

Legislative loose ends

Employee Ownership Trusts – An unchartered option for sale of business in Canada

CATEGORIES

Tags

Contact Us

Location